Maridea Wealth Management’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Maridea Wealth Management’s Portfolio OPPJ Stock Details OPPJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.42M	Buy	24,686 +2,390	+11%	+$138K	0.15%	152
2026 Q1	$1.21M	Sell	22,296 -308	-1%	-$16.4K	0.18%	134
2025 Q4	$1.05M	Buy	22,604 +2,932	+15%	+$129K	0.16%	145
2025 Q3	$842K	Buy	+19,672	New	+$769K	0.13%	154

Other funds holding OPPJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

TAGStone Capital Charlotte, North Carolina $315M AUM 18.31% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Maridea Wealth Management's OPPJ Position: Q2 2026 in Review

Maridea Wealth Management increased its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) stake by 11% in Q2 2026, buying an estimated $138K and bringing the position to 24,686 shares worth $1.42M. The position accounts for 0.15% of the portfolio, ranked #152.

Maridea Wealth Management first reported a position in OPPJ in Q3 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold OPPJ as of Q2 2026.

Maridea Wealth Management held 24,686 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $1.42M as of Q2 2026.
Maridea Wealth Management bought 2,390 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2026, an estimated $138K.
WisdomTree Trust WisdomTree Japan Opportunities Fund made up 0.15% of Maridea Wealth Management's portfolio in Q2 2026, its #152 holding.
Maridea Wealth Management first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
78 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.